ROCKPOINT GROUP, L.L.C.
DBA: ROCKPOINT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $13.04B |
| Discretionary | $13.04B100% of AUM |
| Client Accounts | 39 |
| Avg Account Size | $334.4M |
| Employees | 112 |
| Peak AUM | $16.34BMar 2023 |
| AUM CAGR | +9.5% /yrover 14 yrs · 25 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.0B | +2.1% | 7.2% | +0.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $13.04B |
| Discretionary | $13.04B |
| Employees | 112 |
| Client Accounts | 39 |
Contact & Location
Address
500 BOYLSTON STREET
BOSTON MA 02116
Phone
617-437-8400
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$13.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm